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| Happy Holidays!! thanks for using AUM13F!! |
| Summerhaven Investment Management LLC
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| CRD # | 289269 |
| SEC # | 801-111663 |
| CIK # | 0001846436 |
| AUM | $163.7 M (2025-03-27) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 203-352-2700 |
| Address | 1266 E Main Street Stamford, CT 06902 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Hallador Energy Co | 1.7 | ||
| Coastal Financial Corp | 1.7 | ||
| Build A Bear Workshop Inc | 1.7 | ||
| Mednax Inc | 1.6 | ||
| First Busey Corp /NV/ | 1.6 | ||
| DXP Enterprises Inc | 1.5 | ||
| REV Group Inc | 1.5 | ||
| Compass Minerals International Inc | 1.5 | ||
| Intl FCStone Inc | 1.4 | ||
| American Public Education Inc | 1.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 1 | 163.7 |
| Total | 2 | 163.7 |
| By Discretionary | ||
| Discretionary | 2 | 163.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 163.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 163.7 | |
| Total | 2 | 163.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001846436] |
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